Overview
This guide explains how to edit an existing Custom Cohort to update its targeting rules, name, or other settings.Prerequisites:
- Access to the Permutive Dashboard with cohort editing permissions
- An existing Custom Cohort to modify
Steps
1
Locate the cohort
Navigate to Custom Cohorts and locate the cohort you want to edit. Use the search or filter options to find it quickly.
2
Open in Cohort Builder
Click on the cohort name to open it in the Cohort Builder.
3
Make changes
Make your desired changes to the cohort rules, name, description, or tags.
4
Verify audience size
Click Calculate to verify the new audience size reflects your intended changes.
5
Save changes
Click Save to deploy the updated cohort.
Changes to cohort rules take effect immediately. Users will be added or removed from the cohort in real-time as they meet or no longer meet the updated criteria.
Next Steps
Delete a Cohort
Remove cohorts you no longer need
Back to Custom Cohorts
Return to product overview